All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

MBSF: Total Return Chart (with Dividends Reinvested)

MBSF total return snapshot: MBSF returned +5.48% over the past year and +1.39% YTD, with dividends reinvested. Since Feb. 28, 2024, MBSF is up +13.44% in nominal total return, or +5.85%/yr, and is currently −0.19% below its total-return high on May 1, 2026.

Wed 2024-02-28? to Mon 2026-05-18 YTD
Return
1 Year
Return
MBSF
×
+1.39%
2026-05-18
+5.48%
2026-05-18
Valued Advisers Trust Exchange-Traded Fund

Returns

Wed 2024-02-28? to Mon 2026-05-18 Overall
Return
Exponential
Trendline
MBSF
×
+13.44%
+5.85%/yr
+5.49%/yr
(R2=0.987)
Valued Advisers Trust Exchange-Traded Fund

Growth of $10,000

Wed 2024-02-28? to Mon 2026-05-18 Start
Value
End
Value
MBSF
×
$10,000.00
2024-02-28
$11,344.30
2026-05-18
Valued Advisers Trust Exchange-Traded Fund

Annual Returns

Year MBSF
2026 (YTD) +1.39%
2025 +5.85%
2024 +5.71%

Drawdowns

Wed 2024-02-28? to Mon 2026-05-18 Current
Drawdown
Worst
Drawdown
MBSF
×
−0.19%
from 2026-05-01 peak
−0.97%
2025-01-21
from 2025-01-06 peak
Valued Advisers Trust Exchange-Traded Fund

Rolling Returns

Period ending Mon 2026-05-18 1
Year
2
Years
3
Years
5
Years
10
Years
MBSF
×
+5.48% +11.53%
+5.60%/yr
Valued Advisers Trust Exchange-Traded Fund